🎙 Host: Tim Maurer, Chief Advisory Officer at SignatureFD
🎙 Guest: Tony Welch, Chief Investment Officer at SignatureFD
Episode Overview:
How does someone become a Chief Investment Officer, and what lessons can we learn from their journey? In this episode, Tim Maurer introduces Tony Welch, an investment expert whose insights have been a staple of the Financial LIFE Planning Weekly Newsletter.
Tony shares the path that led him to become a leading investment strategist, the principles that guide his approach to markets, and how investors can maintain perspective in uncertain times. Whether you're an experienced investor or just trying to make sense of today’s market volatility, this conversation offers valuable insights into both the person behind the expertise and the principles that endure through market cycles.
What You’ll Learn:
✅ The career path of a Chief Investment Officer—how Tony got here and what he’s learned
✅ What drives market volatility and how to think about it long term
✅ The fundamental principles of investing that don’t change, no matter the headlines
✅ Why financial life planning is about more than just portfolio performance
Key Takeaways:
📈 Tony’s Investment Philosophy: How a disciplined, research-driven approach helps investors stay the course
📉 Market Insights: Understanding market swings without overreacting to the noise
💡 Big-Picture Perspective: How SignatureFD helps clients align wealth with purpose
Connect with Us:
🔗 Subscribe to the Financial LIFE Planning Weekly Newsletter
🔗 Learn more about SignatureFD
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